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CRM for Non-Profits

CRM For Not-for-Profit Organisations And Charities

No two not-for-profits are the same. You’ll have different constitutions, different objectives, diverse stakeholders and varied management styles. Our flexible CRM for not-for-profit can assist across the sector in managing memberships, supporters, volunteers and donors.

SpotlerCRM lets charities, churches, social enterprises, trusts, cooperatives, membership groups, community associations and sports clubs effectively manage their stakeholder relationships and fundraising.

Our affordable CRM solution is easy to set up and simple to use. It can be customised to suit your organisation and can be scaled up as you grow.

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Everything You Need In One Place

SpotlerCRM creates a total ecosystem for constituent relationships, letting you manage all your stakeholders and track your donors through their lifetime. Using our integrated marketing software you’ll be able to build your community networks, generating engagement and showing your appreciation.

Track and manage your supporters and beneficiaries, scheduling and logging calls and meetings

Automatically store emails to and from your contacts to the CRM

Create and send email newsletters directly from the CRM to maintain engagement

Manage your donors and run forecast reports

Analyse and report on your constituent data and donor trends

Manage fundraising events and drive awareness

Manage your volunteer database and communications

Marketing Automation For Efficiency

Reduce the time you spend inputting data and managing your contacts by automating your marketing. As new members or supporters register on your website they’ll automatically be added to the CRM.

You can set automated tasks for a fundraiser to contact a new supporter or they can be added to a marketing campaign and sent a series of welcome messages. Monitoring their engagement can help you prioritise potential donors and target them in future campaigns.

Collect new supporters directly from your website, allocate them to a fundraiser and set follow up tasks

Automate marketing campaigns for new supporters or members using drip marketing

Create multiple database segmentations to personalize your messages

Engagement data logged to the contact’s CRM record for further insight

Collect and maintain marketing consent for GDPR compliance

Integration With The Systems You Use

SpotlerCRM nonprofit CRM integrates with the accounting software systems XeroKashFlow and Sage Business Cloud, letting you track funds directly from your CRM. It also integrates with giving you access to over 5,000 other cloud applications including project management systems, like Asana, and file management software, like Dropbox.

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